Inventory Dimension
Inventory Dimension Inventory Dimensions enable you to track inventory using custom fields in addition to the default ones (Warehouse, Batch, Serial Number). You can, for instance, track stock by Shelf, Rack, or Zone. These dimensions are displayed in inventory transactions and reports such as Stock Ledger and Stock Balance, supporting dimension-wise tracking and […]
Sales Person Target Allocation
Sales Person Target Allocation In ERPNext, the Sales Person Target Allocation module enables you to allocate and monitor sales targets for individual sales persons. This enables measurement of the performance of individual sales persons with respect to company Objectives and ensures appropriate tracking of sales activity. 1. Purpose To assign monthly, quarterly, or annual […]
Role Based Permissions
Role Based Permissions Permission to various documents in ERPNext can be managed using Role Based Permissions. ERPNext implements a strong role-based permission system, i.e., access to documents and system operations is provided by assigning Roles to users. Permission is not directly assigned to users but is managed at the role level, providing consistency and easier […]
Permissions
Permissions Permissions in ERPNext establish the access level and control that users or roles have within the system. They prescribe what a user can do on various modules, documents, and records to provide secure and role-based access to business Data. Permissions can manage actions like creating, reading, editing, submitting, canceling, or deleting documents. […]
Quality Review
Quality Review Added in Version 12 Quality Review is an official document of performance relative to set Quality Goals at periodic intervals. It provides a unified way to measure compliance with quality standards, measure the process of goal achievement, and ensure consistency between processes. Quality Reviews are used as control points to verify […]
Non Conformance
Non Conformance Released in Version 13 A Non Conformance (NC) is an observation that can be easily able to be recorded by any individual within the organization to record non-compliance with a specified procedure, specification, or standard. It serves as a formal way of recording deviations that could impact product quality, process integrity, or regulatory […]
Review and Action
Review and Action Within ERPNext, review and actions are inherent components of ensuring high standards in all operations. These are built into the quality management structure and are directly Linked with inspections, non-conformances, and traceability, ensuring that all discrepancies are handled and documented systematically. Quality Reviews Putting goods, services, or processes through quality testing […]
Contract
Contract A Contract in ERPNext is an enforceable agreement between a Supplier and a Customer for the purchase of products or services. It defines the terms, responsibilities, and deliverables mutually accepted by both parties and serves as a formal document to prevent arguments. A contract is enforceable in law as it meets the requirements and satisfaction of the law. […]
Opportunity
Opportunity An Opportunity is a qualified lead — a potential deal in which there is an evident interest on the part of the lead or customer in your service or product. If you recognize that a lead is looking for a product or service you provide, you can convert the lead to an […]
Campaign
Campaign An ERPNext campaign is a focused, organized implementation of a marketing or sales strategy intended to promote one product, service, or brand. Campaigns are generally run within an assigned market segment or geographic region, with clearly defined objectives—such as generating leads, building brand awareness, or retaining customers. Through campaign management in ERPNext, […]
